This topic was suggested to me from my friend and financial adviser Cameron Morgan of A&I Financial. Wow, has dating changed since the Stone Age when I was out there! I recently had an inquiry from a magazine reporter about…
Recently my friend Sarah Lampard of A Value Insurance, an excellent insurance broker, brought up something that shocked me. Most umbrella policies don’t cover you for an accident with an uninsured or underinsured driver. To go back, an Umbrella Policy…
Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html Contact me at: 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement accounts. Stay Informed and…
This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was…
With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here…
Well, of course not, who is? That said, there are some basics that each partner in a couple should know in case the unthinkable happens: How much life insurance is on each spouse? Where is the policy information kept?…
